See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,309 | $115,770-41.0% | $101,248-32.5% | $158,922-57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.89% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,999 | $4,175+43.7% | $3,660+63.9% | $4,761+26.0% |
| Participant deferral / active EE | $3,369 | $4,957-32.0% | $4,370-22.9% | $5,982-43.7% |
| Admin fee / account holder | $3,148 | $7,245-56.5% | $5,945-47.0% | $11,246-72.0% |